Our Commitment:

It is time to expect more from “wealth management” and it all starts today.

TailorMade Financial is a dedicated partner with our clients. Our clientele consists of affluent individuals, families, business owners and other advisors around the country. Our expertise is focused at the intersection of estate, business, tax, and asset protection planning through the process of understanding, building and sustaining wealth.

Achieving wealth and remaining wealthy require different characteristics. Individuals, families and even businesses become wealthy for a variety of reasons, yet they often make the mistake of thinking they can win the wealth management game alone. Fortunes are lost annually by uninformed direct investments and poor choices made by “experts” in the legal, operations, accounting, investment and insurance domains. In many cases, there are no “do-overs” which is why the right partner not only makes sense, it is critical in achieving one’s goals.

Wealth management requires expertise and specialization across a broad range of disciplines. Often it starts with investment management and migrates to addressing other client needs like business planning, estate and legacy issues, to tax planning, to creditor protection, to insurance, to philanthropy, etc. True wealth management represents a commitment to the broader client picture from the start. À la carte services from a generic menu rarely represents a long-term solution.

By design, our disciplined process gives us the ability to reach into topics that traditional financial advisors leave behind. TailorMade’s role is to take complex situations and balance them with three fundamental questions: (1) Who you are? (2) What you care about? and (3) What do you want to accomplish? After an intimate understanding of these answers, the solutions that fit present themselves. Only then can there be symmetry between taxes, net returns, family dynamics, charitable and legacy planning that works for both today and tomorrow.

In the end, for us, it is about balancing all of what you have, how you own it with the emotional, financial, legal and tax aspects of wealth that matters most. As a privately owned independent wealth management practice, we maintain the flexibility and focus to provide unbiased advice while delivering world class service. We look forward to establishing a long and productive relationship.

AN UNRIVALED
APPROACH

Planning should never start with “what you have” rather, it should start with “who you are”, “what do you care about” and “what do you want to accomplish.”

The Nine Elements of
Wealth Management

“Numbers only represent one element of a comprehensive plan.”

With literally thousands of advisors to choose from, it’s important to understand what true wealth management encompasses. Often it may start with investment advisory services with a transition to financial and retirement/goal planning advice.

However, the management of liquid assets is only one element of managing wealth.

Reviewing, confirming and testing what your legal documents say and will do represents a foundation that cannot be ignored. Similarly, identifying how taxes, liabilities, ownership, risk, lifestyles and business interests affect wealth are equally important to consider.

Lastly, understanding how family dynamics and/or charity play a role is essential in developing a flexible plan that address both today and tomorrow’s goal for you and your family.

RETIREMENT & GOAL PLANNING

TAX ALLOCATION

Returns always matter, however, what you keep matters most by staying tax aware over tax driven.

ASSESSING LEGAL DOCUMENTS (Will/Trust Review)

Things, people, tax laws & beneficiaries change. Reviewing what the documents “say” so they accurately reflect what you want. As a second set of eyes to confirm the math, the people issues and the goals as part of your team.

WEALTH TRANSFER & COORDINATION (Legacy Planning)

Helping families through the process of understanding, planning, building and sustaining wealth while maintaining family harmony with the added benefit of minimizing the effect of taxes.

RISK MANAGEMENT (Insurance)

Any financial product can be a singular solution to a problem. The catch is to have a specialized partner resource at your side even when life insurance does not represent the best solution.

PHILANTHROPIC PLANNING

“Helping people doesn’t have to be an unsound financial strategy.” – Melinda Gates

BUSINESS SUCCESSION & MONETIZATION (Managing Private Company Wealth)

Planning doesn’t stop because a client’s liquid wealth represents a small slice of the pie. Businesses will change hands, either voluntarily or involuntarily. Providing the tools to preserve and/or unlock private company wealth is part of the process.

WEALTH FORTIFICATION (Creditor Protection)

The asset protection game is one of probabilities. Each legitimate wall placed around the asset increase the odds of success. Structuring assets in such a way they are less desirable to creditors is part of the process.

One conversation can change everything . . .let’s talk about it today!

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